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Bristol-Myers Squibb
BMY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2001
Delta Investment Management
California
$284K +$1.3K +20 +0.5%
AFC
2002
AFT Forsyth & Company
Florida
$282K +$65 +1 +0%
WI
2003
WrapManager Inc
California
$282K +$9.32K +143 +4%
MC
2004
Machina Capital
France
$282K +$277K +4,255 New
IIM
2005
InTrack Investment Management
Vermont
$281K -$18.3K -280 -6%
CG
2006
CFO4Life Group
Texas
$281K -$717 -11 -0.3%
LSC
2007
Lesa Sroufe & Co
Washington
$281K – – –
SCM
2008
SKBA Capital Management
California
$281K – – –
CWM
2009
Connecticut Wealth Management
Connecticut
$281K +$12K +184 +5%
TCOK
2010
Trust Company of Kansas
Kansas
$281K +$21.2K +325 +8%
FCFC
2011
First Citizens Financial Corp
Iowa
$280K – – –
SW
2012
SkyOak Wealth
Michigan
$280K +$196 +3 +0.1%
SWMG
2013
Strategic Wealth Management Group
Maryland
$279K -$95.7K -1,467 -26%
CASB
2014
Cape Ann Savings Bank
Massachusetts
$279K – – –
WAG
2015
Winthrop Advisory Group
Massachusetts
$276K -$89.3K -1,369 -25%
PWP
2016
Personal Wealth Partners
Minnesota
$276K – – –
CBA
2017
Coastal Bridge Advisors
Connecticut
$275K -$38.2K -586 -12%
GWA
2018
GGM Wealth Advisors
Maryland
$275K +$7.3K +112 +3%
CHA
2019
Carmichael Hill & Associates
Maryland
$274K -$52.9K -811 -16%
RPA
2020
Rock Point Advisors
Vermont
$274K – – –
CA
2021
Continuum Advisory
Idaho
$274K +$267K +4,099 New
NAS
2022
Nicolet Advisory Services
Wisconsin
$274K +$267K +4,100 New
KPCM
2023
Kings Point Capital Management
New York
$273K – – –
CFO
2024
CVA Family Office
Colorado
$273K +$60.4K +927 +29%
SFP
2025
Shepherd Financial Partners
Massachusetts
$272K -$391 -6 -0.1%
79 80
81
82 83